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Disclosery

BSCU INVESCO EXCH TRD SLF IDX FD

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SHS (fund)

306 managers (309 13F filers) reported a position in BSCU shares at 2026-06-30, 127,535,063 shares in all. 32 filers opened a position and 15 filers sold out during the quarter.

Managers
306
13F filers
309
New
32
Added
176
Reduced
65
Sold out
15
Shares held by filers
127,535,063

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY10,913,052$182M0.01%+224,74413F-HRTimelineGroup
Aptus Capital Advisors, LLC9,388,158$156M1.14%+162,86413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,359,538$139M0.5%-78,47713F-HRTimelineGroup
Waverly Advisors, LLC5,572,712$92.8M0.54%+5,547,39713F-HRTimeline
LPL Financial LLC5,547,683$92.3M0.02%+422,83513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,531,701$92.1M0.02%+383,85413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,705,304$78.3M0.01%+300,16813F-HRTimelineGroup
Clearstead Advisors, LLC3,910,447$65.1M0.61%+89,90713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,541,844$59M0.01%+287,27313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,202,800$53.3M0.89%+594,04613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,935,895$48.9M<0.01%+155,20413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,816,360$46.9M0.01%+176,69513F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,448,625$40.8M0.01%+231,86813F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC2,291,739$38.1M2.96%+135,65013F-HRTimeline
&PARTNERS1,965,711$32.7M0.13%+53,19913F-HRTimeline
TLWM1,851,064$30.8M5.01%+45,40113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,800,440$30M0.3%-103,43613F-HRTimelineGroup
MAI Capital Management1,736,911$28.9M0.11%+63,71513F-HRTimeline
IMA Advisory Services, Inc.1,578,735$26.3M1.64%+130,16313F-HRTimeline
SHUFRO ROSE & CO LLC1,542,429$25.7M1.48%new13F-HRTimeline
MONECO ADVISORS, LLC1,536,904$25.6M1.56%+115,90913F-HRTimeline
Clark Asset Management, LLC1,398,237$23.3M1.83%+240,50113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,306,797$21.8M0.03%+307,39613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,295,777$21.6M0.01%+157,15513F-HRTimelineGroup
Capital Investment Counsel, LLC1,260,363$21M2.6%+91,37113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,047,500$17.4M0.74%-1,573,70713F-HRTimelineGroup
FORONJY FINANCIAL LLC1,022,344$17M6.25%+58,62513F-HRTimeline
Advisors Capital Management, LLC990,407$16.5M0.17%+34,71413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding960,217$16M+425,744Timeline
DAVIS R M INC908,907$15.1M0.24%+100,16013F-HRTimeline
MML INVESTORS SERVICES, LLC850,723$14.2M0.03%+167,32413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.797,789$13.3M0.02%+34,72813F-HRTimelineGroup
Cambridge Investment Research Advisors,…740,408$12.3M0.03%+48,16013F-HR/ATimeline
Asset Dedication, LLC737,920$12.3M0.77%+20,50613F-HRTimeline
Goepper Burkhardt LLC693,597$11.5M3.47%+75,97813F-HRTimeline
CVFG LLC691,355$11.5M1.21%+20,85213F-HRTimeline
KIRR MARBACH & CO LLC /IN/689,505$11.5M1.93%+10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP685,236$11.4M<0.01%+133,29513F-HRTimelineGroup
Janney Montgomery Scott LLC663,281$11M0.02%+14,32413F-HRTimeline
COOKSON PEIRCE & CO INC657,395$10.9M0.36%+11,27913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC640,350$10.7M2.73%+3,08113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC628,743$10.5M<0.01%+120,72213F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding605,996$10.1M+40,531Timeline
Cetera Investment Advisers593,583$9.88M0.01%+227,15213F-HRTimeline
Cornerstone Planning, LLC584,751$9.73M2.25%+17,73013F-HRTimeline
NewEdge Advisors, LLC581,488$9.68M0.03%+10,03913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC556,798$9.27M0.11%new13F-HRTimelineGroup
GPM Growth Investors, Inc.528,408$8.8M3.67%+71,16713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP524,787$8.74M0.01%+315,79513F-HRTimelineGroup
HUB Investment Partners, LLC519,517$8.65M0.16%+40,90113F-HRTimeline
VISTA INVESTMENT MANAGEMENT497,713$8.28M2.5%+18,16113F-HRTimeline
AMJ Financial Wealth Management489,231$8.18M1.94%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL488,744$8.13M0.16%+22,28013F-HRTimeline
Marietta Wealth Management, LLC470,052$7.82M0.81%+23,14313F-HRTimeline
ProVise Management Group, LLC432,378$7.2M0.48%+57,99313F-HRTimeline
Modern Wealth Management, LLC425,857$7.09M0.08%+51,44713F-HRTimeline
Kathmere Capital Management, LLC391,040$6.51M0.35%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC377,673$6.29M3.46%+10,89213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …373,487$6.22M0.74%+22,65613F-HRTimeline
Waycross Investment Management Co369,413$6.15M4.68%+1,23013F-HRTimeline
Decker Wealth Management LLC355,540$5.92M1.26%-74,64413F-HRTimeline
Carroll Advisory Group, LLC341,775$5.69M1.87%+55,62613F-HRTimeline
MORTON COMMUNITY BANK335,156$5.58M1.14%+10,22113F-HRTimeline
Ledgewood Wealth Advisors, LLC327,512$5.45M2.89%+37,79413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…325,656$5.42M0.06%+12,07613F-HRTimelineGroup
BCS Wealth Management312,665$5.2M0.94%+33,33313F-HRTimeline
Carnegie Investment Counsel303,197$5.05M0.1%+62,00713F-HRTimeline
Sanctuary Advisors, LLC299,876$4.99M0.02%-153,99713F-HRTimeline
SFE Investment Counsel293,165$4.88M0.67%+36,05013F-HRTimeline
Gladstone Institutional Advisory LLC292,589$4.87M0.15%+5,96013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC279,265$4.65M0.01%+29,90613F-HRTimeline
NorthAvenue LLC279,076$4.65M3.33%+9,96013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC277,058$4.61M1.71%+22,23513F-HRTimeline
Straight Path Wealth Management272,762$4.54M1.06%+1,03113F-HRTimeline
KINTRA WEALTH, LLC271,226$4.5M0.24%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS267,860$4.46M0.01%+62,86213F-HRTimeline
HighPoint Advisor Group LLC259,898$4.33M0.15%+1,47113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP259,301$4.32M<0.01%+25,48913F-HRTimelineGroup
Farnam Financial LLC255,400$4.25M3.1%+26,47813F-HRTimeline
S.E.E.D. Planning Group LLC247,154$4.11M1.09%+45,18813F-HRTimeline
Geneos Wealth Management Inc.236,871$3.94M0.08%+2,14613F-HRTimeline
Arax Advisory Partners227,008$3.78M0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC219,416$3.65M<0.01%+186,53613F-HRTimelineGroup
WEBSTER BANK, N. A.218,448$3.64M0.32%+206,69113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC213,902$3.56M0.25%+13,27113F-HRTimeline
Infinity Wealth Counsel, LLC210,039$3.5M2.82%+14,77013F-HRTimeline
Opulen Financial Group LLC209,440$3.49M2.19%+2,90513F-HRTimeline
Empirical Financial Services, LLC d.b.a…203,903$3.39M0.05%+3,62113F-HRTimeline
Red Spruce Capital, LLC203,038$3.38M1.18%+118,57313F-HRTimeline
MGO ONE SEVEN LLC188,039$3.13M0.05%+5,02513F-HRTimeline
Atria Investments, Inc180,443$3M0.03%-68,50013F-HRTimeline
Savvy Advisors, Inc.179,007$2.98M0.06%+168,70613F-HRTimeline
Addison Advisors LLC175,307$2.92M1.38%-178,88113F-HRTimeline
Prospera Financial Services Inc171,152$2.85M0.04%+3,25813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA169,299$2.82M0.08%-9,79513F-HRTimelineGroup
Avior Wealth Management, LLC166,829$2.78M0.07%+2,01413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC165,378$2.75M0.36%+25,16913F-HRTimeline
Dynamic Advisor Solutions LLC157,777$2.63M0.07%+33,17913F-HRTimeline
Ellevest, Inc.157,422$2.62M0.31%+4,59313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154,448$2.57M<0.01%+32,80313F-HRTimelineGroup
AlphaStar Capital Management, LLC153,141$2.55M0.16%+3,48113F-HRTimeline
Milestones Private Investment Advisors …152,495$2.54M2.02%-1,29213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC148,829$2.48M<0.01%-213,98213F-HRTimelineGroup
Heritage Trust Co129,558$2.16M0.19%+22,60713F-HRTimeline
Beacon Pointe Advisors, LLC126,976$2.11M0.01%+13,81913F-HRTimeline
VestGen Advisors, LLC119,462$1.99M0.06%+3,15113F-HRTimeline
Integrated Wealth Concepts LLC119,045$1.98M0.01%+52,40713F-HRTimeline
Private Advisor Group, LLC118,459$1.97M0.01%-37,02713F-HRTimeline
SEMITAM BONAM LLC112,913$1.88M1.38%+4,26813F-HRTimeline
Kohmann Bosshard Financial Services, LLC111,320$1.85M0.16%013F-HRTimeline
Whitener Capital Management, Inc.108,110$1.8M0.38%+57,54013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,738$1.74M<0.01%+6,02113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,553$1.69M<0.01%-101,10413F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC99,772$1.66M0.41%+4,82113F-HRTimeline
Livet Wealth, LLC97,822$1.63M0.94%+17,56213F-HRTimeline
Ironwood Financial, llc97,081$1.61M0.25%+5,69613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH94,798$1.58M0.34%+1,08113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC94,586$1.57M0.3%+9,67313F-HRTimeline
EVERPAR ADVISORS LLC91,642$1.53M0.43%+10,09313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC91,061$1.52M0.2%-5,09313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88,264$1.47M0.03%+10,69813F-HRTimelineGroup
Laurel Wealth Advisors LLC86,491$1.44M0.14%+26,67513F-HRTimeline
Golden Reserve Retirement LLC86,334$1.44M0.23%+22,70313F-HRTimeline
ArborFi Advisors, LLC85,918$1.43M1.04%+7,27713F-HRTimeline
Independence Bank of Kentucky84,827$1.41M0.16%+7,85213F-HRTimeline
FCA CORP /TX83,005$1.38M0.34%new13F-HRTimeline
River Wealth Advisors LLC82,078$1.37M0.14%-8213F-HR/ATimeline
Oliver Luxxe Assets LLC80,501$1.34M0.2%+16,40313F-HRTimeline
CRA Financial Services, LLC79,310$1.32M0.15%+3,57513F-HRTimeline
Meridian Financial Partners LLC76,587$1.27M0.43%-1,26113F-HRTimeline
AA Financial Advisors, LLC76,358$1.27M0.15%+3,32513F-HRTimeline
JPL Wealth Management, LLC72,356$1.2M0.24%-89813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC69,519$1.16M0.39%+6,00013F-HRTimeline
Old Port Advisors67,156$1.12M0.22%+13,71413F-HRTimeline
Camelot Portfolios, LLC66,754$1.11M0.79%+4,95613F-HRTimeline
First City Capital Management, Inc.62,900$1.05M0.51%+11,07513F-HRTimeline
Apella Capital, LLC62,194$1.03M0.01%+97513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,526$1.01M0.01%+5,76613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.59,282$987K0.01%+10,54613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC59,136$984K0.01%+6,63513F-HRTimelineGroup
Western Financial Corp/CA58,714$977K0.29%+4,53813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,087$969K<0.01%+37,87713F-HRTimelineGroup
Cordatus Wealth Management LLC57,634$959K0.21%+2,23913F-HRTimeline
Segment Wealth Management, LLC56,805$946K0.05%+1,15013F-HRTimeline
Tempo Wealth, LLC55,984$932K0.14%-5,87213F-HRTimeline
CITY HOLDING CO54,468$906K0.1%new13F-HRTimeline
Parallel Advisors, LLC53,829$896K0.01%new13F-HRTimeline
HANOVER ADVISORS INC53,509$891K0.32%-1,29913F-HRTimeline
Roundview Capital LLC53,425$889K0.05%+25,37113F-HRTimeline
Legacy Private Trust Co.53,414$889K0.05%-4,71713F-HRTimeline
DOVER ADVISORS, LLC51,782$876K0.36%013F-HRTimeline
Wingate Wealth Advisors, Inc.51,308$854K0.38%+47713F-HRTimeline
Redmond Asset Management, LLC50,306$837K0.21%+4,41413F-HRTimeline
Rothschild Wealth LLC49,775$829K0.07%+2,98713F-HRTimeline
SAX WEALTH ADVISORS, LLC49,477$827K0.03%+12,24513F-HRTimeline
Keel Point, LLC49,027$816K0.05%013F-HRTimeline
Cypress Wealth Services, LLC47,348$788K0.1%+84113F-HRTimeline
Aprio Wealth Management, LLC47,107$784K0.04%+17,51313F-HRTimeline
Farther Finance Advisors, LLC47,005$782K0.01%-58613F-HRTimeline
First Command Advisory Services, Inc.46,593$776K<0.01%-37913F-HRTimeline
Kingsview Wealth Management, LLC46,447$773K0.01%+24,28713F-HRTimeline
EVEXIA WEALTH LLC46,493$769K0.21%-21,87413F-HRTimeline
Sigma Planning Corp45,758$762K0.02%-2,17013F-HRTimeline
Accurate Wealth Management, LLC45,559$756K0.07%+3,74413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC45,295$754K<0.01%+3,10013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding45,050$743K+11,106Timeline
MISSION WEALTH MANAGEMENT, LP43,665$727K0.01%+20,99613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…43,422$723K<0.01%+2,02513F-HRTimelineGroup
HighTower Advisors, LLC43,397$722K<0.01%+1,34413F-HRTimeline
Mariner, LLCin group Mariner, LLC42,887$714K<0.01%+20,73613F-HRTimelineGroup
Legacy Wealth Management, LLC / MS41,793$696K0.18%+7,42113F-HRTimeline
Allen Capital Group, LLC40,630$676K0.06%+3,80813F-HRTimeline
EP Wealth Advisors, LLC40,379$672K<0.01%+6,61113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,263$670K0.01%new13F-HRTimelineGroup
Newport Capital Group, LLC39,552$658K0.37%-48113F-HRTimeline
Redwood Financial Network Corp37,281$621K0.34%+3,87413F-HRTimeline
JM2 Capital Inc.35,530$591K0.41%+1,24213F-HRTimeline
Hobbs Group Advisors, LLC35,472$590K0.16%-8,95913F-HRTimeline
Wedmont Private Capital35,440$588K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning34,919$581K<0.01%-2,16613F-HRTimelineGroup
Wealth Quarterback LLC33,975$566K0.17%+5,17813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding33,431$556K-926,531Timeline
INDEPENDENT FINANCIAL GROUP, LLC33,281$554K0.01%-77413F-HRTimeline
Axis Wealth Partners, LLC32,101$534K0.26%+1,25713F-HRTimeline
Sensible Money, LLC31,757$529K0.14%+2213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC31,415$523K0.37%+19,41113F-HRTimeline
Apeiron RIA LLC31,198$519K0.13%-39,74813F-HRTimeline
Kessler Investment Group, LLC30,489$507K0.22%+47613F-HRTimeline
Foundations Investment Advisors, LLC30,303$504K0.01%-1,67413F-HRTimeline
Western Wealth Management, LLC29,875$497K0.02%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC28,697$478K0.01%-91813F-HRTimeline
Quartz Partners, LLC27,118$451K0.15%-42013F-HRTimeline
American Institute for Advanced Investm…25,630$427K0.25%+2,80013F-HRTimeline
PRIVATE TRUST CO NA25,512$425K0.03%013F-HRTimeline
Redhawk Wealth Advisors, Inc.25,465$424K0.04%+12013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,100$418K<0.01%+3,82813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC22,537$375K0.02%-60113F-HRTimeline
Arkadios Wealth Advisors21,697$361K0.01%-113F-HRTimeline
Capital Investment Advisors, LLC21,550$359K<0.01%+61213F-HRTimeline
HB Wealth Management, LLC21,200$353K<0.01%+17013F-HRTimeline